Latest Institutional Transactions on Diageo PLC (DEO)
This table provides information on the latest institutional transactions involving Diageo PLC (DEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6K+ 7219.44% |
$312K - $366K
|
2.64K
$313K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
279+ 1395.0% |
$33.5K - $39.3K
|
299
$35.5K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
410+ 19.73% |
$49.2K - $57.7K
|
2.49K
$295K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.48K- 16.01% |
$898K - $1.05M
|
39.3K
$4.66M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-87- 3.42% |
$10.4K - $12.2K
|
2.46K
$291K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-920- 20.21% |
$110K - $130K
|
3.63K
$431K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 5.26% |
$4.32K - $5.07K
|
649
$77K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-97- 1.02% |
$11.6K - $13.7K
|
9.43K
$1.12M
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.26KNew |
$272K - $319K
|
2.26K
$269K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-73- 10.67% |
$8.76K - $10.3K
|
611
$72.5K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
175New |
$21K - $24.6K
|
175
$20.8K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-933- 39.97% |
$112K - $131K
|
1.4K
$166K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-365- 1.16% |
$43.8K - $51.4K
|
31.1K
$3.69M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.76KNew |
$211K - $247K
|
1.76K
$209K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 5.29% |
$208K - $243K
|
34.4K
$4.09M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
8K+ 29.39% |
$960K - $1.13M
|
35.2K
$4.18M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 3.88% |
$19.9K - $23.4K
|
4.11K
$488K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
61+ 1.02% |
$7.32K - $8.59K
|
6.02K
$714K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
11.1KNew |
$1.33M - $1.57M
|
11.1K
$1.32M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48KNew |
$178K - $208K
|
1.48K
$176K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.44KNew |
$173K - $203K
|
1.44K
$171K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.21% |
$960 - $1.13K
|
3.8K
$451K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
361+ 10.85% |
$43.3K - $50.8K
|
3.69K
$438K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-409- 82.13% |
$49.1K - $57.6K
|
89
$10.6K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13New |
$1.56K - $1.83K
|
13
$1.54K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-840- 89.94% |
$101K - $118K
|
94
$11.2K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-40- 1.54% |
$4.8K - $5.63K
|
2.56K
$303K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-72- 0.17% |
$8.64K - $10.1K
|
42.2K
$5.01M
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
29.9K+ 120.48% |
$3.59M - $4.21M
|
54.8K
$6.5M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
62KNew |
$7.45M - $8.73M
|
62K
$7.37M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-181- 4.01% |
$21.7K - $25.5K
|
4.34K
$515K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
440+ 14.93% |
$52.8K - $61.9K
|
3.39K
$402K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
871+ 7.28% |
$105K - $123K
|
12.8K
$1.52M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.43K+ 31.89% |
$172K - $202K
|
5.93K
$704K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-166- 11.93% |
$19.9K - $23.4K
|
1.23K
$145K
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-42.6K- 65.84% |
$5.11M - $6M
|
22.1K
$2.62M
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
740+ 9.4% |
$88.8K - $104K
|
8.61K
$1.02M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
395New |
$47.4K - $55.6K
|
395
$46.9K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
1.61KNew |
$193K - $227K
|
1.61K
$191K
|
|
Q2 2024 | |||||||
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.93% |
$126 - $149
|
108
$12.8K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 30.43% |
$883 - $1.04K
|
16
$1.9K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$340K - $403K
|
2.7K
$321K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
9New |
$1.13K - $1.34K
|
9
$1.07K
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
135+ 0.43% |
$17K - $20.1K
|
31.6K
$3.75M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.54KNew |
$320K - $378K
|
2.54K
$301K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-816- 10.24% |
$103K - $122K
|
7.15K
$849K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1KNew |
$126K - $149K
|
1K
$119K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-72- 87.8% |
$9.08K - $10.7K
|
10
$1.19K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.49KNew |
$1.2M - $1.42M
|
9.49K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
900+ 40.91% |
$113K - $134K
|
3.1K
$368K
|